Our Services

Fixed IncomeOur clients understand that individually held fixed income securities can help provide a measureable reduction of risk over an investment in bond mutual funds. We specialize in managing fixed income portfolios, tailored specifically to each client. Our active management of individual fixed income securities allows our portfolio managers to continually identify and act upon opportunities to maximize returns on behalf of clients. For example, active management of individual bonds allows us to take advantage of market dislocations and other short-term developments in order to capitalize on every opportunity to upgrade for higher yield or capital gains.

Retirement PlanningWright Financial Group, LLC deals head-on with the many important decisions and risks faced by current and future retirees. We help clients determine when they can retire, the ideal time to start taking Social Security, and educate them on investment cash flow. Some of the most crucial decisions people face involve selecting investments that will provide a life-long income, offset inflation, and rising healthcare costs. We are proud of our conservative, realistic approach, and in turn, the many clients we have helped along the way.

Wealth ManagementAffluence comes with its own set of needs and challenges. Wright Financial Group delivers attentive service to high-net-worth individuals, trusts, etc. to develop effective wealth and investment management strategies. We work in conjunction with clients’ CPAs and lawyers for sound planning. If you desire generational income, estate planning, income tax strategies, or have philanthropic goals; our goal is to develop and implement the best plan for you. Life Insurance planning and Long Term Care Insurance planning are products that have been practiced and managed at Wright Financial Group for over a decade.